Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Shares of cloud computing provider DigitalOcean (NYSE: DOCN) jumped 21% in the pre-market session after the company reported ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

Microsoft ($MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...

Microsoft is reportedly shrinking its data center footprint. The tech giant has canceled leases with multiple data center providers that total a "couple hundred megawatts" of capacity, according to ...

Results from Salesforce Inc. this week pose a key test for the stock and for what many believe is the next big thing in ...